Wealthfront’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $271K | Sell |
6,145
-170
| -3% | -$7.5K | ﹤0.01% | 460 |
|
|
2018
Q2 | $225K | Buy |
6,315
+92
| +1% | +$3.28K | ﹤0.01% | 481 |
|
|
2018
Q1 | $211K | Buy |
+6,223
| New | +$211K | ﹤0.01% | 490 |
|
|
2015
Q4 | – | Sell |
-3,989
| Closed | -$109K | – | 1373 |
|
|
2015
Q3 | $109K | Buy |
3,989
+2,133
| +115% | +$58.3K | ﹤0.01% | 390 |
|
|
2015
Q2 | $54K | Sell |
1,856
-839
| -31% | -$24.4K | ﹤0.01% | 503 |
|
|
2015
Q1 | $88K | Buy |
2,695
+1,074
| +66% | +$35.1K | ﹤0.01% | 406 |
|
|
2014
Q4 | $49K | Buy |
1,621
+981
| +153% | +$29.7K | ﹤0.01% | 485 |
|
|
2014
Q3 | $18K | Sell |
640
-247
| -28% | -$6.95K | ﹤0.01% | 510 |
|
|
2014
Q2 | $26K | Buy |
887
+553
| +166% | +$16.2K | ﹤0.01% | 472 |
|
|
2014
Q1 | $11K | Buy |
+334
| New | +$11K | ﹤0.01% | 491 |
|